401k Plan data: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST plan

THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE PRODUCTIVITY TEAM LLC. has sponsored the creation of one or more 401k plans.

Company Name: THE PRODUCTIVITY TEAM LLC.

Employer identification number (EIN): 383712595

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 DAVID KUNSLEMAN 2022-01-05
002 2020-01-01 DAVID KUNSELMAN 2021-09-29
002 2019-01-01 DAVID KUNSELMAN 2020-10-12
002 2018-01-01 DAVID KUNSELMAN 2019-10-14
002 2017-01-01
002 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	DAVID KUNSLEMAN	2022-01-05
002	2020-01-01	DAVID KUNSELMAN	2021-09-29
002	2019-01-01	DAVID KUNSELMAN	2020-10-12
002	2018-01-01	DAVID KUNSELMAN	2019-10-14
002	2017-01-01
002	2016-01-01

Plan Statistics for THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 86
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 93
Number of participants with account balances 2020-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 89
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 93
Number of participants with account balances 2019-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 88
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 95
Number of participants with account balances 2018-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 90
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 97
Number of participants with account balances 2017-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2021: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	86
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	93
Number of participants with account balances	2020-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	89
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	93
Number of participants with account balances	2019-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	88
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	95
Number of participants with account balances	2018-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	90
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	97
Number of participants with account balances	2017-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2021 : THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total transfer of assets from this plan	2021-03-31	$1,329,365
Total income from all sources (including contributions)	2021-03-31	$94,196
Total of all expenses incurred	2021-03-31	$42,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$37,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$48,848
Value of total assets at end of year	2021-03-31	$0
Value of total assets at beginning of year	2021-03-31	$1,278,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$5,148
Total interest from all sources	2021-03-31	$167
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$1,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-03-31	$1,161
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$127,802
If this is an individual account plan, was there a blackout period	2021-03-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$33,752
Participant contributions at end of year	2021-03-31	$0
Participant contributions at beginning of year	2021-03-31	$11,750
Participant contributions at end of year	2021-03-31	$0
Participant contributions at beginning of year	2021-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$51,342
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$1,278,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$701,710
Interest on participant loans	2021-03-31	$131
Interest earned on other investments	2021-03-31	$36
Value of interest in common/collective trusts at end of year	2021-03-31	$0
Value of interest in common/collective trusts at beginning of year	2021-03-31	$521,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$31,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-03-31	$22,423
Net investment gain or loss from common/collective trusts	2021-03-31	$21,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Contributions received in cash from employer	2021-03-31	$15,096
Employer contributions (assets) at end of year	2021-03-31	$0
Employer contributions (assets) at beginning of year	2021-03-31	$10,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$37,706
Contract administrator fees	2021-03-31	$5,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-03-31	Yes
Did the plan have assets held for investment	2021-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2021-03-31	Unqualified
Accountancy firm name	2021-03-31	RETIREMENT PLAN AUDIT SERVICES, LLC
Accountancy firm EIN	2021-03-31	861928438
2020 : THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$490,906
Total of all expenses incurred	2020-12-31	$61,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$53,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$292,757
Value of total assets at end of year	2020-12-31	$1,278,023
Value of total assets at beginning of year	2020-12-31	$848,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,924
Total interest from all sources	2020-12-31	$945
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$22,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$22,370
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$84,888
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$189,546
Participant contributions at end of year	2020-12-31	$11,750
Participant contributions at beginning of year	2020-12-31	$11,470
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$429,147
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,278,023
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$848,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$701,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$506,514
Interest on participant loans	2020-12-31	$635
Interest earned on other investments	2020-12-31	$310
Value of interest in common/collective trusts at end of year	2020-12-31	$521,948
Value of interest in common/collective trusts at beginning of year	2020-12-31	$294,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$31,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$26,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$109,435
Net investment gain or loss from common/collective trusts	2020-12-31	$65,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$103,211
Employer contributions (assets) at end of year	2020-12-31	$10,653
Employer contributions (assets) at beginning of year	2020-12-31	$10,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$53,835
Contract administrator fees	2020-12-31	$7,924
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RETIREMENT PLAN AUDIT SERVICES, LLC
Accountancy firm EIN	2020-12-31	861928438
2019 : THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$416,842
Total income from all sources (including contributions)	2019-12-31	$416,842
Total of all expenses incurred	2019-12-31	$128,370
Total of all expenses incurred	2019-12-31	$128,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$121,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$121,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$271,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$271,727
Value of total assets at end of year	2019-12-31	$848,876
Value of total assets at end of year	2019-12-31	$848,876
Value of total assets at beginning of year	2019-12-31	$560,404
Value of total assets at beginning of year	2019-12-31	$560,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,450
Total interest from all sources	2019-12-31	$544
Total interest from all sources	2019-12-31	$544
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$12,753
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$12,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$12,753
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$12,753
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$56,040
Value of fidelity bond cover	2019-12-31	$56,040
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$181,866
Contributions received from participants	2019-12-31	$181,866
Participant contributions at end of year	2019-12-31	$11,470
Participant contributions at end of year	2019-12-31	$11,470
Participant contributions at beginning of year	2019-12-31	$4,939
Participant contributions at beginning of year	2019-12-31	$4,939
Participant contributions at end of year	2019-12-31	$32
Participant contributions at end of year	2019-12-31	$32
Participant contributions at beginning of year	2019-12-31	$91
Participant contributions at beginning of year	2019-12-31	$91
Administrative expenses (other) incurred	2019-12-31	$6,450
Administrative expenses (other) incurred	2019-12-31	$6,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$288,472
Value of net income/loss	2019-12-31	$288,472
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$848,876
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$848,876
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$560,404
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$560,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$506,514
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$506,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$352,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$352,774
Interest on participant loans	2019-12-31	$536
Interest on participant loans	2019-12-31	$536
Interest earned on other investments	2019-12-31	$8
Interest earned on other investments	2019-12-31	$8
Value of interest in common/collective trusts at end of year	2019-12-31	$294,235
Value of interest in common/collective trusts at end of year	2019-12-31	$294,235
Value of interest in common/collective trusts at beginning of year	2019-12-31	$177,198
Value of interest in common/collective trusts at beginning of year	2019-12-31	$177,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$26,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$26,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$18,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$18,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$90,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$90,869
Net investment gain or loss from common/collective trusts	2019-12-31	$40,949
Net investment gain or loss from common/collective trusts	2019-12-31	$40,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$89,861
Employer contributions (assets) at end of year	2019-12-31	$10,365
Employer contributions (assets) at end of year	2019-12-31	$10,365
Employer contributions (assets) at beginning of year	2019-12-31	$7,279
Employer contributions (assets) at beginning of year	2019-12-31	$7,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$121,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$121,920
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
Accountancy firm EIN	2019-12-31	420714325
2018 : THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$275,840
Total of all expenses incurred	2018-12-31	$77,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$72,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$303,933
Value of total assets at end of year	2018-12-31	$560,404
Value of total assets at beginning of year	2018-12-31	$361,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,838
Total interest from all sources	2018-12-31	$216
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$15,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$15,067
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$212,193
Participant contributions at end of year	2018-12-31	$4,939
Participant contributions at beginning of year	2018-12-31	$2,095
Participant contributions at end of year	2018-12-31	$91
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,617
Administrative expenses (other) incurred	2018-12-31	$4,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$198,569
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$560,404
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$361,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$352,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$290,613
Interest on participant loans	2018-12-31	$216
Value of interest in common/collective trusts at end of year	2018-12-31	$177,198
Value of interest in common/collective trusts at beginning of year	2018-12-31	$55,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$18,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$13,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-28,553
Net investment gain or loss from common/collective trusts	2018-12-31	$-14,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$84,123
Employer contributions (assets) at end of year	2018-12-31	$7,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$72,433
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	REHMANN ROBSON LLC
Accountancy firm EIN	2018-12-31	383635706
2017 : THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$295,572
Total of all expenses incurred	2017-12-31	$57,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$55,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$249,845
Value of total assets at end of year	2017-12-31	$361,835
Value of total assets at beginning of year	2017-12-31	$123,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,694
Total interest from all sources	2017-12-31	$136
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$11,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$11,214
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$153,981
Participant contributions at end of year	2017-12-31	$2,095
Participant contributions at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$52
Administrative expenses (other) incurred	2017-12-31	$1,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$238,218
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$361,835
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$123,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$290,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$123,617
Interest on participant loans	2017-12-31	$136
Value of interest in common/collective trusts at end of year	2017-12-31	$55,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$13,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$31,445
Net investment gain or loss from common/collective trusts	2017-12-31	$2,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$95,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$55,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	REHMANN ROBSON LLC
Accountancy firm EIN	2017-12-31	383635706

Form 5500 Responses for THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST

2021: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE PRODUCTIVITY TEAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502537-01

Policy instance

Insurance contract or identification number	502537-01
Number of Individuals Covered	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502537-01

Policy instance

Insurance contract or identification number	502537-01
Number of Individuals Covered	4
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502537-01

Policy instance

Insurance contract or identification number	502537-01
Number of Individuals Covered	3
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502537-01

Policy instance

Insurance contract or identification number	502537-01
Number of Individuals Covered	2
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502537-01

Policy instance

Insurance contract or identification number	502537-01
Number of Individuals Covered	3
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

THE PRODUCTIVITY CENTER 401(K) PLAN [EIN = 760395455]

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Company Name:	THE PRODUCTIVITY TEAM LLC.
Employer identification number (EIN):	383712595
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services